The National Bank of Indianapolis · 1 week ago
Investment Officer - Emerging Investor Market
Indianapolis, IN
Full-time
Onsite
Mid Level
3+ years expThe National Bank of Indianapolis is seeking an Investment Officer to maintain and develop relationships while managing investment portfolio performance. This role involves business development, client communications, and compliance with investment regulations.
BankingFinanceFinancial Services
Responsibilities
Responsible for business development to further support the Emerging Investor Market’s portfolio; assistance may include, but is not limited to:aiding in the development of marketing, business development and retention strategies for prospects and clients; calling on prospective and current clients to identify needs and/or enhancements, and to address any servicing issues; scheduling and coordinating client and prospect meetings, as needed; preparing and delivering client and participant investment presentations, as well as prospective client proposals, which may include facilitating risk assessments and addressing investment priorities; educating clients and prospects regarding asset allocation considerations and models that are available to achieve desired financial outcomes; and supporting the development of Emerging Investor Market products and/or services
Aids in the client enrollment process, which may include any of the following: registering the client in selected allocation model and facilitating set up, transferral of assets, regular client communications, monitoring of account performance, tracking of client fees, and account maintenance
Participates in client meetings no less than annually to evaluate account performance versus the client’s financial goals
Contributes to monitoring investment performance against established benchmarks
Supports in running asset allocations and preparing customized reports for clients and prospects
Serves on various Wealth Management committees as assigned
Stays current with changes in laws and regulations affecting investment accounts, IRAs and asset allocation to ensure complete compliance with applicable laws and regulations
Maintains customer relationships by displaying a “service oriented” attitude
Qualification
Required
College degree in business, economics or finance preferred, or equivalent work/educational experience; must have a working knowledge of securities, mutual funds and managing model portfolios
Minimum of 3 years of experience working with employee benefit plans, including any of the following: IRA's, investment models, retirement plans, or similar investment products
Minimum of 3 years business development experience required
Working knowledge of brokerage and/or investment operations
Proven marketing, product development and business development skills
Strong client relationship skills and excellent interpersonal skills, exhibiting a high degree of professionalism
Excellent communication skills (written and verbal, including public speaking), with strong emphasis placed on responsiveness and customer service skills
High degree of accuracy and attention to detail
Experience with and good working knowledge of standard computer applications, including Microsoft Word and Excel; experience with financial planning software helpful
Company
The National Bank of Indianapolis
The National Bank of Indianapolis is a locally-owned national bank.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$29M2019-09-05Debt Financing· $29M
Leadership Team
A
Ann Merkel
Senior Vice President and Chief Market Development Officer
Recent News
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